Tax Accountant

Staff Accountant

Responsible for supporting the organization's financial operations by managing receivable account functions, including billing, collections, and payment processing, while also providing general ledger support. The Staff Accountant is responsible for performing professional-level accounting work requiring advanced knowledge of accounting principles and the consistent exercise of discretion and independent judgment. This position supports the organization's financial integrity by preparing, analyzing, and interpreting financial information, assisting with month-end and year-end close processes, and supporting accounting controls and compliance. The role operates with minimal supervision and provides professional judgment-based recommendations to accounting leadership. This role requires strong personal and organizational skills, attention to detail, and the ability to communicate professionally. These functions include but may not be limited to:

Essential Duties

Customer Relations

• On-boarding new customers

• Maintain accurate customer files, and tracking system

• Field customer inquiries

Accounts Receivable

• Prepare and distribute customer invoices accurately and in a timely manner

• Post payments (checks, ACH, wire, credit cards) to the appropriate accounts

• Monitor accounts for past-due balances and assist with collection efforts as needed

• Reconcile customer accounts and research payment discrepancies

• Maintain accurate records of accounts receivable transactions

• Assist with month-end close related to accounts receivable

• Respond to customer inquiries regarding invoices, statements, and account balances

• Coordinate with internal departments to resolve billing issues

Accounting

• Perform general ledger account analysis, reconciliations, and adjustments in accordance with GAAP

• Prepare and review journal entries requiring professional judgment and accurate financial reporting

• Assist in the preparation of monthly, quarterly, and annual financial statements and schedules

• Support the month-end and year-end close processes, including coordination of timelines and review of supporting documentation

• Support special projects and perform other duties as assigned

Required Qualifications

• Minimum of 1–3 years of accounts receivable or accounting experience

• Strong attention to detail and accuracy

• Proficiency in Microsoft Office (Excel, Word, Outlook)

• Strong personal, organizational and time-management skills

• Ability to prioritize tasks and meet deadlines

• Professional written and verbal communication skills

Initials: ________

Preferred Qualifications

• Bachelor's degree in accounting or a closely related field

• Experience with accounting or ERP systems (e.g., Jonas, ADP, QuickBooks, or similar)

• Experience handling collections or customer billing

• Experience in property management, hospitality, or multi-entity environments

• Basic understanding of accounting principles